Land Transportation · Fiscal year end Mar 31

NIKKON Holdings Co.,Ltd.

9072

ニッコンホールディングス株式会社

FIGI BBG000BPXXT19072.T9072 JPCorp. no. 7010001035005

Latest half-year results

First half · fiscal year to 2026-03 · filed 2025-11-13

For the first half of the fiscal year to 2026-03: Revenue ¥131.9 billion (+9.6% YoY), Ordinary income ¥11 billion (+1.0% YoY), Net income ¥7.2 billion (+6.8% YoY).

	This period	Year on year
Revenue	¥131.9bn	+9.6%
Ordinary profit	¥11.0bn	+1.0%
Net profit to owners	¥7.2bn	+6.8%

From the securities report on EDINET, which states no forecast. History via /v1/companies/9072/earnings-releases.

Financials

Japan GAAP · consolidated · fiscal year to 2026-03-31

Revenue: ¥269.9bn
Net income: ¥17.5bn
ROE: 7.3%
Equity ratio: 54.5%
Dividend / share: ¥75
Employees: 13,746

Revenue · ¥bn

Net income · ¥bn

Fiscal year	Revenue	Net income	Total assets	Net assets	ROE	EPS	Operating CF
2026-03-31	¥269.9bn	¥17.5bn	¥436.4bn	¥242.8bn	7.3%	¥146.62	¥38.2bn
2025-03-31	¥247.9bn	¥16.6bn	¥431.3bn	¥250.6bn	6.8%	¥133.99	¥27.6bn
2024-03-31	¥222.3bn	¥16.6bn	¥388.4bn	¥246.4bn	7.0%	¥130.49	¥31.1bn
2023-03-31	¥212.1bn	¥15.9bn	¥360.7bn	¥229.4bn	7.1%	¥123.31	¥32.5bn
2022-03-31	¥198.2bn	¥14.7bn	¥339.5bn	¥219.0bn	6.9%	¥112.2	¥29.0bn

Indicators

Computed by us from filings · fiscal year to 2026-03-31

Metric	Value	Percentile among listed companies
ROE, %	7.3	40.8
Ordinary margin	0.0921	64
Equity ratio, %	54.5	48.3
Revenue growth	0.0886	66
Net income growth	0.057	41.6
Operating cash flow / assets	0.0874	66

Policy-uncertainty measure0.81 Share of the report's text discussing policy-related uncertainty, by policy area. Proprietary text method.

Politics & geopolitics 1

Ownership activity 1 filer(s) stated they may make proposals in 365 days; 0 new 5% holder(s) in 180 days; net stake change 0.00pt in 90 days; 8.0% held by other listed companies.

Results wording balance: +1.00. Proprietary text method; it describes the wording only and does not interpret context.

Interest example: if all ¥135.6bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥678m, 1.8% of operating cash flow. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.

Via /v1/companies/9072/indicators. Descriptive figures, not a rating and not investment advice.

From other filings

As the company states them

Share buyback, report to —: ¥15.0bn acquired of a ¥15.0bn limit. /v1/companies/9072/buybacks

Internal control, 2026-06-26: see filing 上記の評価の結果、当事業年度末日時点において、当社の財務報告に係る内部統制は有効であると判断した。 Filing

Segments, votes and tender offers

Stated in EDINET filings

Segments: Transportation Segment, Warehouse Segment, Packaging Segment, Test Segment, Other. /v1/companies/9072/segments

Latest voting result: 2026-06-29 · 取締役(監査等委員である取締役を除く。)10名選任の件 · passed. /v1/companies/9072/voting

Ownership changes

All companies →

2026-07-29

Purpose change+0.01pt

Oasis Management Company Ltd. changed its stated purpose for holding NIKKON Holdings Co.,Ltd. (9072): may_make_proposals -> may_make_proposals, shareholder_value_engagement, undervaluation_thesis.

S100YSLEFiler profile Original filing (PDF, Japanese)
2026-07-29

Increase+0.01pt

Oasis Management Company Ltd. raised holdings in NIKKON Holdings Co.,Ltd. (9072) to 17.67% from 17.66%.

S100YSLEFiler profile Original filing (PDF, Japanese)
2026-07-07

Below 5%−4.64pt

Nomura Securities Co.,Ltd. cut holdings in NIKKON Holdings Co.,Ltd. (9072) to 3.70% from 8.34%, below the 5% threshold.

S100YP5VFiler profile Original filing (PDF, Japanese)
2026-06-22

Decrease−0.57pt

Nomura Securities Co.,Ltd. reduced holdings in NIKKON Holdings Co.,Ltd. (9072) to 8.34% from 8.91%.

S100YG7MFiler profile Original filing (PDF, Japanese)
2026-06-03

Increase+0.21pt

Nomura Securities Co.,Ltd. raised holdings in NIKKON Holdings Co.,Ltd. (9072) to 8.91% from 8.70%.

S100Y8DQFiler profile Original filing (PDF, Japanese)
2026-05-22

Increase+1.33pt

Nomura Securities Co.,Ltd. raised holdings in NIKKON Holdings Co.,Ltd. (9072) to 8.70% from 7.37%.

S100Y5O5Filer profile Original filing (PDF, Japanese)
2026-04-22

Increase+0.17pt

Nomura Securities Co.,Ltd. raised holdings in NIKKON Holdings Co.,Ltd. (9072) to 7.37% from 7.20%.

S100Y0AVFiler profile Original filing (PDF, Japanese)
2026-04-16

Increase+4.92pt

Oasis Management Company Ltd. raised holdings in NIKKON Holdings Co.,Ltd. (9072) to 17.66% from 12.74%.

S100XY4WFiler profile Original filing (PDF, Japanese)
2026-04-15

Increase+1.18pt

Oasis Management Company Ltd. raised holdings in NIKKON Holdings Co.,Ltd. (9072) to 12.74% from 11.56%.

S100XY3FFiler profile Original filing (PDF, Japanese)
2026-04-02

Increase+3.28pt

Farallon Capital Management, L.L.C. raised holdings in NIKKON Holdings Co.,Ltd. (9072) to 23.00% from 19.72%.

S100XW71Filer profile Original filing (PDF, Japanese)

Trades by 5% holders

From the 60-day trade tables in 5% reports

Bought SoldHover a dot for the trade

Holder	Period	Net shares	Net % of shares	Avg. filed price	Range
Oasis Management Company Ltd.	2026-02-03 – 2026-04-09	+16,219,934	+12.76pt	¥4,248.28	¥3,699–5,197
Farallon Capital Management, L.L.C.	2024-12-05 – 2026-03-26	+23,175,700	+18.35pt	¥2,777.6	¥2,030–4,500
Silchester International Investors LLP	2022-10-07 – 2024-12-10	-13,055,200	−16.01pt	¥2,390.66	¥1,896–3,803

Net shares and the average are our calculations. Prices are filed prices as stated by the filer, mostly for off-market trades; they are not market prices. Stock lending, custody transfers and option exercises are excluded from net shares. Every row via /v1/companies/9072/trades.

5% filings

Large shareholding reports on 9072

Filed	Filer	Stake	Change	Stated purpose
2026-07-29	Oasis Management Company Ltd.	17.67%	+0.01pt	may make proposals shareholder value engagement undervaluation thesis
2026-07-07	Nomura Securities Co.,Ltd.	3.70%	−4.64pt	—
2026-06-22	Nomura Securities Co.,Ltd.	8.34%	−0.57pt	—
2026-06-03	Nomura Securities Co.,Ltd.	8.91%	+0.21pt	—
2026-05-22	Nomura Securities Co.,Ltd.	8.70%	+1.33pt	—
2026-04-22	Nomura Securities Co.,Ltd.	7.37%	+0.17pt	—
2026-04-16	Oasis Management Company Ltd.	17.66%	+4.92pt	may make proposals
2026-04-15	Oasis Management Company Ltd.	12.74%	+1.18pt	may make proposals
2026-04-02	Farallon Capital Management, L.L.C.	23.00%	+3.28pt	may make proposals pure investment
2026-03-10	Oasis Management Company Ltd.	11.56%	+2.30pt	may make proposals

Cross-shareholdings

From the annual report's status of shareholdings

Listed strategic holdings: 11 issues
Book value: ¥22.3bn
Sold in the year: ¥163m 1 issues
Bought in the year: ¥4m 1 issues
Mutual, both reports: 9
Held by listed cos.: 15

Holds	Book value	Shares vs. prior year	Mutual
HONDA MOTOR CO., LTD. 7267	¥13.1bn	-0.9%	both reports
SEINO HOLDINGS CO.,LTD. 9076	¥2.2bn	0.0%	both reports
HIRATA Corporation 6258	¥1.9bn	+200.0%	both reports
Aica Kogyo Company, Limited 4206	¥1.5bn	0.0%	both reports
Mitsubishi UFJ Financial Group, Inc. 8306	¥1.3bn	0.0%	no
NITTO KOGYO CORPORATION 6651	¥0.6bn	0.0%	both reports
MITSUBA Corporation 7280	¥0.5bn	0.0%	both reports
ISEKI&CO.,LTD. 6310	¥0.5bn	0.0%	both reports
Osaki Electric Co.,Ltd. 6644	¥0.2bn	0.0%	both reports
Eidai Co.,Ltd. 7822	¥0.2bn	0.0%	both reports

Held by: HONDA MOTOR CO., LTD. 7267, SEINO HOLDINGS CO.,LTD. 9076, ISEKI&CO.,LTD. 6310, Aica Kogyo Company, Limited 4206, MITSUBA Corporation 7280, Imasen Electric Industrial Co.,Ltd. 7266, Eidai Co.,Ltd. 7822, HIRATA Corporation 6258, Osaki Electric Co.,Ltd. 6644, NITTO KOGYO CORPORATION 6651, MITANI CORPORATIN 8066, KAMEI CORPORATION 8037 and 3 more

Purposes, all holdings and mutual flags via /v1/companies/9072/cross-holdings. Share changes include stock splits.

Major shareholders

As of fiscal year end 2026-03-31

Shareholder	Shares	Ratio
GOLDMAN, SACHS & CO.REG	25,110,000	21.50%
日本マスタートラスト信託銀行株式会社（信託口）	7,393,000	6.33%
THE CHASE MANHATTAN BANK, N.A. LONDON SPECIAL ACCOUNT NO.1	6,280,000	5.37%
一般社団法人黒岩会	5,120,000	4.38%
本田技研工業株式会社	4,898,000	4.19%
Panicum Funding Ltd.	4,000,000	3.42%
NOMURA PB NOMINEES LIMITED OMNIBUS-MARGIN (CASHPB)	3,944,000	3.37%
individual holder	2,701,000	2.31%
ニッコンホールディングス従業員持株会	2,602,000	2.22%
日本生命保険相互会社	2,542,000	2.17%

U.S. funds holding 9072

SEC Form N-PORT, reports to 2026-07-31

59 U.S. funds held 8,971,273 shares worth $296.9m.

Fund	Shares	Value	% of fund	As of
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC	1,357,500	$42.8m	0.301%	2026-07-31
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS	1,354,352	$42.7m	0.007%	2026-07-31
Avantis International Small Cap Value ETF American Century ETF Trust	910,400	$33.9m	0.171%	2026-05-31
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS	903,856	$32.9m	0.010%	2026-06-30
iShares Core MSCI EAFE ETF iShares Trust	712,800	$22.5m	0.012%	2026-07-31

Up to 25 funds per stock via the API.

Get this as JSON

GET /v1/companies/9072
GET /v1/companies/9072/financials
GET /v1/companies/9072/details
GET /v1/companies/9072/segments
GET /v1/companies/9072/voting
GET /v1/companies/9072/tender-offers
GET /v1/companies/9072/indicators
GET /v1/companies/9072/earnings-releases
GET /v1/events?ticker=9072
GET /v1/companies/9072/trades         
GET /v1/companies/9072/cross-holdings 
GET /v1/companies/9072/brief

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